Latest News & Analysis
personal-finance
4 income investing mistakes
Avoiding these mistakes will increase your chances of success as an income investor.
stocks
This ASX supermarkets business is now underperforming its largest competitor
Competition restrains long-term margins.
stocks
Berkshire Hathaway earnings: cash hits record $380 billion on stock sales and solid Q1 results
We think Berkshire Hathaway stock is moderately undervalued.
personal-finance
Spending big on AI: So where’s the proof it’s working?
Business leaders must reassess AI’s return on investment using new frameworks that reflect productivity, capability shifts and long-term value creation.
stocks
ASX miner weathers the storm with strong commodity prices
Lower volumes due cyclone activity but revenues hold steady.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI
What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
stocks
Eli Lilly earnings: Mounjaro/Zepbound’s massive volume growth more than counters price pressure
We’ve raised our fair value estimate of Lilly stock.
stocks
OpenAI missed multiple revenue targets - here’s why it likely won’t IPO this year
Plus, whichever AI company IPOs first defines what “good” looks like.
stocks
Lower production and higher prices for ASX hydrocarbon play
Improving pricing offsets severe weather impact on sales volumes.
stocks
Alphabet returns on AI investments accelerating
AI propels business across aegments, cloud is grightest; Increasing our fair value.
markets
Private Credit headwinds move onshore
How the US private credit problem will play out in Australia.
stocks
We lift our fair value estimate for this ASX energy play
Strong oil and LNG prices are a major win, though we don’t think they will stay high in the long term.
stocks
Chart of the Week: Headwinds for Aussie banks point to an imminent slowdown
Investor demand is expected to fade and slow credit growth as borrowers face higher costs and reduced tax breaks.
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